Resetting the DataMart in Financial Reporting for Dynamics 365 for Finance and Operations

There is a universal solution for most problems in Financial Reporting (used to be Management Reporter) and that is to reset the DataMart. The DataMart is an internal data warehouse for Financial Reporting and when something goes wrong it is usually because of bad data in the DataMart. Another reason for resetting it when you do a refresh of the transaction database in D365/AX. Here is how you do it.

  1. In D365 search for “Financial Reports”
  2. Depending on if you see reports or not either select a report and click edit or click new. This will open the Report Designer. Note that you will need to enable pop-ups. Also note that if you are doing this in Chrome you will need an extension called ClickOnce in order to run the designer.
  3. You will need to log in using your Dynamics Account.
  4. Choose a default company /which does not really matter for this operation)
  5. If there are any open report definition close it

  6. Go to Tools – Reset Data Mart…
  7. Check Reset data mart and select the correct reason for the reset

  8. Click OK

    The Data Mart is now reset and filled with fresh data.

  9. Wait for the reset to finish

  10. When all lines have Status RanToCompletion the reset is done.

Renaming a OneBox Dev environment

Hi

Tonight I helped one of my developer colleagues who had issues with one of his DEV environments. The issue was that he had renamed the VM (you cannot have multiple machines in Azure DevOps with the same name). The problem was that he had not completed all the steps that is required to rename so it was behaving a bit weird.

First of all we were not able to connect to Reporting Services Configuration Manager. The solution was unfortunately not very logical… In the onebox environment there is a couple of SQL components installed from different SQL Server Versions:

If you use the wrong SSRS Configuration Manager it is not able to connect to the SSRS Server and get the error message: No report servers were found

The correct version is 2016! Completely logical… NOT!

When this was done we just followed this guide to complete the rename and all is well 🙂

/Johan

Links:
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/vso-machine-renaming
http://www.alexondax.com/2017/05/what-i-do-to-rename-d365-virtual.html
https://community.dynamics.com/365/financeandoperations/f/765/t/269137

Uninstalling Excel Addin

This one was an annoying one…

I had to help a customer uninstall the Excel addin for Dynamics 365 for Operations. This should be a simple task (everything is if you know how to do it). So I went into Excel Add-ins using File – Options – Add-Ins… No Dynamics Excel addin:

WFT!!! A nice person then showed me that there is another place for Excel Addins (obviously)… You go to Insert – My Add-ins… Presto!

/Johan

En Liten Podd Om It – Avsnitt 181 – Vi har tur när vi lyckas tänka rätt

Detta är avsnitt 181 och spelades in den 2 september, och eftersom att Ampharos är pokemon 181 så handlar detta avsnitt om:

FEEDBACK OCH BACKLOG:
* Johan har haft dubbla barnkalas (igen!), Mats har GDPR-säkrat en sharepoint, David har varit sjuk
* Quell är en cool manick för att blocka smärta med hjälp av el (massor med bra länkar)
* BONUSLÄNK: Kanske funkar mot RLS
* BONUSLÄNK: Vart finns hjärtat i en kentaurLänk2.
* OpenAI spelade DOTA 2 i The International och förlorade båda matcharna som var 5v5, och här är en länk till
* Eventuellt gör David en pudel, men troligen är det ett missförstånd
* Mats har testat Bose sleepbuds
* David hade jättefel förra veckan. Han har kollat upp hur många vi är…
* Microsoft har tagit bort ”Highlights” från skype
* Trogne lyssnaren Daniel tipsar om att på Synology finns det en app för att synka foton

MICROSOFT:
* Microsoft kommer att släppa Xbox all Access i USA
* Nästa version av Windows 10 kommer heta ”oktober 2018 uppdateringen”
* Björn tror att Microsoft slutar hyra ut surface för att snart komma med ett nytt sätt at hyra klienter på…
* Device gränsen för Office 365 ändras

APPLE:
* Apple har haft problem med moderkorten i vissa Iphone 8
LÄNK för att kolla på Apple’s support website
* Apple Music kommer få stöd för att finnas i Android Auto

GOOGLE:
* Googles nya säkerhetsföretag heter Chronicle
* Länk: VirusTotal
* Länk: Project Zero bloggen
* Google släpper Titan Security Key
* BONUSLÄNK: Vad är FIDO (FastIDentity Online)

ÖVRIGA NYHETER:
* USB-sladd som spionerar
Amazon länk för att köpa en
USB kondom
* Ett spywareföretag blev hackat
* Lite grejjer från IFA-mässan

ALLMÄNT TIPS:
* Tips från David om en grej som heter ”Cloudmounter”

PRYLLISTA:
* David: HTC Vive Pro VR Headset
* Björn: Ny ryggsäck med lysdioder
* Johan: Insignia Smart portable bluetooth speaker
* Mats: Segway Drift W1

DELTAGARE I AVSNITTET:
* Björn: @DiverseTips
* David: @dlilja
* Johan: @JoPe72
* Mats: @Mahu78

EGNA LÄNKAR:
En Liten Podd Om IT på webben
En Liten Podd Om IT på Facebook

LÄNKAR TILL VART MAN HITTAR PODDEN FÖR ATT LYSSNA:
Apple Podcaster (iTunes)
Overcast
Acast
Spotify
Sticher

Running out of space on a Dynamics 365 for Operations Vm in Azure

When setting up environments for Dynamics 365 for Operation in Azure you are using a tool called LCS (Life Cycle Services). This allows you to set up VMs in different sizes and once the are up it does not allow you to change them. When using the VMs they tend to, sooner or later, fill up and run out of disk space. There are two main ways to fix this… clean up or make the disk bigger (this will be handled in another article which I will link here). In this article we will look at things you can clean up.

1. Remove files in C:\TEMP
Note: Do NOT remove the C:\DIXF folder… that will make DIXF fail. If you remove it, by mistake, you will have to recreate it and manually set permissions on it.

2. You can also clean out files in C:\MonAgentData\SingleAgent\Tables\. To do this you first have to stop the Monitoring Agent Service.

Edited 2018-05-03

There is also a job that cleans out the DeployablePackages every 30 days. This job can be tweeked to run more often by adding a registry key in HKLM:\SOFTWARE\Microsoft\Dynamics\Deployment called CutoffDaysForCleanup and set it to maximum number of days to keep files

Bye for today

Links
https://devserra.wordpress.com/2016/03/03/ax7-release-hd-space-on-your-ctp8-vm/

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/deployment/deployable-package-troubleshooting

http://www.alexondax.com/search?q=DeployablePackages

Configure PowerBI for Dynamics 365 for operations

Today I helped two of my colleagues setting integrating Power BI for Dynamics 365 for operations. There are a couple of guides online which I have used to create this post, but I thought I would create one from my experience.

There are a couple of main steps we need to go through:

Create a Azure AD Application
Configure Dynamics 365 for operations for Power BI
Configure Power BI
Configure your workspace

Create a Azure AD Application

There are two ways of doing this… you can do it using the Power BI Developer registration tool or you can do it directly from the Azure Portal. We did it from the Azure Portal like this:

  1. Log into the Azure potal… You can use both the old and the new one
  2. Goto Azure Aztive Directory and select your Azure Active Directory Instance
  3. Go to Applications/App Registrations
  4. Create a new application with these settings:
    1. Name: ChooseYourName
    2. Application Type: Web app/API
    3. Sign-on URL: https://theadressforyourdynamics365foroperationsinstance/oauth
    4. App ID URI: https://theadressforyourdynamics365foroperationsinstance  Anything EXEPT https://theadressforyourdynamics365foroperationsinstance . You can for instance use https://DynamicsBI, it only has to be unique for each Azure AD Application
      Edited 27/1 2017
    5. Reply URL: https://theadressforyourdynamics365foroperationsinstance/oauth
  5. When this is created you will get a Client ID/Application ID and you will create a key. You need to save these because you will need the later. Note that the keys are only visible when they are created, Once you leave the page and go back you cannot see them again. If this happens and you have not saved it you can simply create an new one.Old portal
    SNAGHTML221ce22New Portal:
    SNAGHTML22b2d3e
  6. Once you have set up the application in Azure ID you will need to give it some permissions. This is where we got stuck because in one of the guides there was a screenshot which showed to few permissions and it simply did not work. You add the application Power BI Services and give it the correct permissions. We used the following permissions:
    1. View all Groups
    2. View All Reports
    3. Create Content
    4. View content Properties
    5. Read and Write all datasets
    6. View All Datasets
    7. View All Dashboards
    8. Add Data to User’s Dataset

Configure Dynamics 365 for operations for Power BI

  1. In Dynamics 365 for Operations, go to System Adminstration – Power BI
  2. You need to Enable the configuration and then you change these values
    1. Azure AD Tennant (this you will find in the Azure Portal)
    2. Client ID (you saved it above)
    3. Application key(you saved it above)
    4. Redirect URL: ps://theadressforyourdynamics365foroperationsinstance/oauth (This one is incorrect and will not work… ever… I do not understand how there can be an incorrect default value)The other values are correct

Configure Power Bi

  1. Every user that is going to use Power BI (more or less every user that is usign AX) will need at least a Power BI free License. As the name implies it is actually free and you addit in the Office 365 Admin Portal. Once you have added the wou will have to do this for every user:
  2. Log into Power BI (https://powerbi.microsoft.com)
  3. Click Get Data in the lower left corner
  4. Click Services – Getimage
  5. Click Get it now on each of  the three (for now) AX Apps
    image
  6. On each of the Apps enter the URL for your AX instance (https://theadressforyourdynamics365foroperationsinstance ) and flick next. If you get prompted for authetication select OAuth2image   image

Configure your workspace

  1. Log into Dynamics 365 for operations
  2. Go to the Workspace called Cost Administration
  3. Scroll to the right and click on the Power BI paneimage
  4. If this is your first time you need to authorize Power BI. Click the link, log in using your credentials and approve the permissions.image   image
  5. Return to the Dynamics Tab and click closeimage
  6. Select the Power BI tiles you want from the Tile catalog and click OK to add them to your workspaceimage    image

This should be it… Business Intelligence glory!

Links:
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/configure-power-bi-integration

 

Using IFTTT to create a blog post draft in WordPress Blog

I am always trying to create a workflow and automation around things in image
my life and I am also trying to develop an efficient way of working.

One of the things I have started doing is keeping the things I should do in my ToDo list. I am currently using Todoist as my todolist and it is a great and flexible tool. One of the things I rwally like is that I can connect it to a service online called IFTTT which is a workflow engine. IFTTT stands for If This Then That and here you can create rules which says that if this happens than do that. So how does this play in to blog posts.

Well, there is as I said a channel/applet in IFTTT for Todoist and there is also one for WordPress which is my blog engine. When i connect them it look lie this:

If i create a todolist item in the project called “Blogpost to write”, create a new blog post draft with the title of the task.

image

This way there is a stub post waiting for mewith the correct title in my drafts folder. Here I can for instance past links I want to be in the post and then when I have the time i just go in and complete it… and ofcource check the item in Todoist